Forecast deal close probability

SalesforceIQ forecasting provides clarity into your funnel, which helps you hit your goals and efficiently allocate your resources.

Forecasting involves three actions:

Customize the Probability of Close for a Status

Note: Only Organization admins can change the probability of close for a status. In addition, this feature is available for supported SalesforceIQ plans only.

  1. In the Grid, click the arrow to the right of the Status field header and select Edit Field from the drop-down menu that appears.
  2. Click the Active Pipeline tab.
  3. For each active status, under Probability of Close, enter a value between 0 and 100 to indicate the probability percentage. The default value is 100.

Note: You can't leave a probability field blank.

Customize the Expected Close Date for an Active Deal

Note: The default close date for a deal is 30 days after the created date. Any user can change the expected close date for a given deal by following the steps shown here. In addition, Organization admins can change the default close date to a value other than 30 days.

  1. In the Grid, double-click the Close Field date for the specific deal.
  2. Enter the expected close date, or select it from the calendar.

Include Forecasting in a Sales Report

  1. Run the report as described here.
  2. Check or uncheck the Show Forecast box to set whether the forecast does or doesn't appear in the report. Forecast values appear in the pivot grid.

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